Business Development

Build your branch with effective recruiting.

Growing your client roster is only one half of the equation on the road to success. The other half of the equation is expanding your staff to be able to handle the growing workload.

Attracting, selecting, and appointing the most suitable candidates for the positions available in your organization is no small task.Ardent Retirement Planning will help you build your branch by streamlining your recruitment efforts. We can assist you with job analysis to help document the knowledge, skills, abilities, and other personal characteristics required for various positions. We are also available to help facilitate sourcing the best candidates to fill your openings. Our national presence is an excellent resource for attracting top caliber talent to your branch. Ardent Retirement Planning can also support your screening efforts, so that you go beyond a typical interview questions to find the right person who will seamlessly fit into the prevailing company culture of your branch.

Business Sales & Acquisition

Ardent Retirement Planning can consult with you on buying a new practice or selling an existing practice. We will help advisors build their business, create a valuable business entity, or work on a plan to transition out and finally sell the business.

Ardent Retirement Planningcan assist advisors with:

  • Acquisition plan development
  • Due diligence
  • Business valuation
  • Financing options
  • Deal negotiations
  • Strategic planning
  • Operations integration

Interested in joining our team?

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Securities offered through Securities America, Inc. member FINRA/SIPC, Ardent Retirement Planning Advisors are Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, Ardent Retirement Planning Advisors are Financial Advisors. Ardent Retirement Planning and the Securities America companies are separate entities.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.Securities licensed in AZ, CA, CT, FL, IL, IN, KS, MD, NJ, NY, NC, SC, TN, WA, PA